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Client Onboarding Specialist
For this job, we are currently only hiring candidates based in the United States.
About the Role
Ontra is seeking a Client Onboarding Specialist reporting to our Director, Implementation.
We’re looking for someone eager to create a great client experience during post-sale product implementation and onboarding. In the Client Onboarding Specialist role, you will work with clients of our SaaS product solutions, Insight and Ontra Atlas, supporting our fast-growing global client base of private markets clients.
If you have a detail-oriented approach and excel at building strong, positive relationships with sophisticated stakeholders, we’d love to get to know you!
What You’ll Do
- Client Consultation: Serve as the main point-of-contact during the client onboarding process, collaborating with key contacts to understand their needs and tailor implementation plans.
- Project Management: Develop project plans with clear milestones to guide onboarding, ensuring alignment with client goals and internal processes.
- Proactive Communication: Regularly update clients on project progress and achievements, reinforcing the SaaS solution's value and addressing potential issues.
- Cross-Functional Collaboration: Work with Implementation Associates to accurately execute tasks and coordinate with Sales, Product, and Support for consistent client experiences.
- Onboarding Optimization: Enhance client experience by delivering early value and collecting feedback to improve implementation processes.
What You’ll Bring
- Experience: 4+ years of relevant experience in client onboarding, product implementation, and project management, ideally within a B2B SaaS environment; experience working with private markets clients a plus
- Client-Centric Approach: Demonstrated ability to build strong client relationships and prioritize their success.
- Project Management Expertise: Skilled in creating and managing project plans with achievable timelines and clear milestones.
- Proactive Problem Solving: Capable of identifying potential risks and implementing solutions before they impact the client experience.
- Effective Communication: Strong verbal and written communication skills, with the ability to translate complex processes into client-friendly terms.
